PFS Chartered Connections Breakfast Birmingham Q1 2020

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IMPORTANT UPDATE:

We regret to inform you that in light of the advice given by the Government we have cancelled this conference.

Capacity and your clients

This session will consider the issue of mental capacity - how to identify a lack of, communicate your concerns with your client and/or their family and the steps you should consider when concerns around capacity arise.

Learning Objectives:

  • The various types of capacity
  • The appropriate tests for capacity and what the law says on assessing capacity
  • Suitable pathways when capacity issues are identified.

This event is only available to Chartered members.

Programme  

07:45 - 08:15 CCB Registration and Breakfast

08:15 - 08:20 CCB Chartered Champion Introduction

Chairperson: Alexandra Vind, Chapter House Wealth Management

08:20 - 09:00 Capacity and your clients

This session will consider the issue of mental capacity - how to identify a lack of, communicate your concerns with your client and/or their family and the steps you should consider when concerns around capacity arise.

• The various types of capacity
• The appropriate tests for capacity and what the law says on assessing capacity
• Suitable pathways when capacity issues are identified. 

Speaker: Helen Gott, Shoosmiths Solicitors

09:00 - 09:10 Closing remarks

CPD

CPD CII Scheme
 
PFS Accredited 0h 40min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.



Speakers  

Alexandra Vind

Chapter House Consultancy

Helen Gott

Venue  

Ramada Sutton Coldfield

Penns Lake Rd, Sutton Coldfield
Birmingham
West Midlands
B76 1LH